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Proposal & SOW Automation
Every proposal your firm sends starts from the same building blocks — scope language, rate cards, timelines — and yet most firms still assemble each one from scratch in a document editor. We automate the assembly.
What we build
- Templated scope language: Reusable clauses and deliverable descriptions assembled into a proposal from your intake data.
- Dynamic rate cards: Pricing and staffing plans generated per engagement type without manual recalculation.
- E-signature & tracking: Clients sign directly in the portal, with automatic reminders and status visibility for your team.
- Straight-to-delivery handoff: A signed SOW automatically creates its engagement record, billing schedule, and delivery checklist.
Implementation scope
We build proposal generation on top of your existing templates and rate structures, with e-signature handled through a certified provider, and full integration into the engagement and billing systems described elsewhere in our capabilities.